Sandra Geller is a CFP® professional with 11 years of industry experience. She is affiliated with The Family Financial Group in Newton Centre, MA, and has been associated with Geller & Lehmann LLC since 1998. The Family Financial Group provides comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves a diverse client base including high-net-worth individuals, families, institutional clients, and related entities, delivering advisory services on a non-discretionary, fee-only basis while coordinating clients’ broader professional teams.

Donald Gustafson is a financial advisor at DJG Financial Services, Inc. with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Gustafson has worked at DJG Financial Services since 2003 and also maintains a longstanding role at D.J. Gustafson & Co, CPA PC since 1986. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis supported by third-party tools and offers a performance-based fee option through the Dunham asset allocation program.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.

John Lynch is a Series 65-licensed financial advisor with Reciprocal Wealth, LLC, based in Medfield, MA. He has held positions at TRIA Capital Partners, LLC and RWA Wealth Partners, LLC (formerly Adviser Investments, LLC) over the past several years. Lynch joined Reciprocal Wealth in 2026 and has one year of industry experience. Reciprocal Wealth is a state-registered advisory firm that provides discretionary wealth management, investment management, and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with an efficient market hypothesis-based asset-allocation framework, managing portfolios through low-cost mutual funds and ETFs with discretionary, continuous oversight.

Joseph Barrett is a financial advisor at Barrett Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2021. In addition to his advisory role, he operates an accounting firm, Patrick J Barrett CPA PC, where he serves as a controller. Barrett Capital Partners serves individual investors, employer-sponsored retirement plans, and trusts by providing investment management, financial planning, and pension consulting. The firm employs fundamental analysis for equity selection and maintains diversified portfolios, managing approximately $45 million in assets across about 104 clients.

Angelica Aquilino is a financial advisor at Heritage House Asset Management in Boston, MA, with one year of industry experience. She holds a Series 65 designation and previously worked at Wellington Management Company (Starpoint Solutions onsite) from 2016 to 2018. Outside of finance, she works as a travel consultant specializing in trips to Italy. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates. The firm manages approximately $69 million in discretionary assets, focusing on mid- to large-capitalization, highly liquid equities using a combination of technical, fundamental, and macroeconomic analysis.

Peichi Lo is a financial advisor at RheeCo, Inc. with a Series 65 designation and three years of industry experience. She also provides bookkeeping, tax, and accounting services as a staff accountant at RHEE+COMPANY. RheeCo, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm typically constructs diversified, tax-aware portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, managing accounts on a discretionary basis with customized asset allocation and periodic rebalancing.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Heydon Traub is a CFA® charterholder with 20 years of industry experience. He has been with Traub Capital Management since 2003. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process with a long-term, low-turnover approach and pays particular attention to closed-end fund premiums and discounts while routinely using option strategies for managing concentrated client holdings.

Raymond Childs is a CFA® charterholder with 16 years of industry experience. He is currently with DJG Financial Services, Inc., where he has worked since 2021. His prior roles include positions at Shorepoint Capital Partners LLC and Able Capital Management, LLC. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis and offering a performance-based fee option for qualified clients.

Bradford Cadigan is a CFA® charterholder with nine years of industry experience. He is currently with Diversified Financial Management Associates, Inc., where he has worked since 2025. Prior to this, he was with Columbia Threadneedle Investments for eight years and Eaton Vance Management for one year. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a tax-aware approach, incorporating both quantitative and fundamental analysis.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Patrick Daly is a Series 65-registered advisor with Cambridge Trustee Advisors Inc in Cambridge, MA, bringing 32 years of industry experience. The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million and constructs portfolios primarily composed of equities, fixed income, and other securities, often engaging sub-advisors when appropriate. The firm's attorney ownership and affiliation with a law firm distinguish it by combining legal and investment advisory services, particularly for trusts and estates.

Nancy Von Stackelberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Radius Wealth Management, Inc. in Boston, MA. She has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm uses a combination of fundamental research, quantitative and technical screening, and client interviews to create long-term portfolios with tactical flexibility.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.

Paula Chauncey is a CFA® charterholder with 23 years of experience in the financial advisory industry. She has been with Etre LLC (formerly Redwood Group LLC) since 1999, serving as the firm's sole advisor. Based in Boston, MA, she leads the firm's financial planning and investment management services. Etre LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts. The firm emphasizes a documented Investment Policy Statement with a strategic, diversified, and long-term approach, combining passive and active strategies tailored to client goals.

Jarrod Sherman is a financial advisor at Strategic Planning Group, Inc. in Wellesley, MA, with 28 years of industry experience. He has been with Strategic Planning Group since 2000 and holds the Series 63 and Series 65 designations. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households. The firm employs a rules-based investment framework focused on targeted debt-to-equity profiles and regular fund performance reviews, managing portfolios mainly with mutual funds and ETFs.